Leelyn Smith’s Bank of America BAC Stock Holding History

Leelyn Smith’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-725	Closed	-$24K	–	133
2022 Q4	$24K	Buy	725 +592	+445%	+$20.4K	0.01%	235
2022 Q3	$4K	Sell	133 -542	-80%	-$18.1K	﹤0.01%	374
2022 Q2	$21K	Buy	+675	New	+$24.3K	0.01%	244
2021 Q4	–	Sell	-100	Closed	-$4K	–	382
2021 Q3	$4K	Buy	+100	New	+$4.03K	﹤0.01%	323
2020 Q3	–	Sell	-170	Closed	-$4K	–	333
2020 Q2	$4K	Hold	170	–	–	﹤0.01%	362
2020 Q1	$4K	Sell	170 -3,530	-95%	-$106K	﹤0.01%	288
2019 Q4	$129	Buy	+3,700	New	+$120K	0.06%	135

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Leelyn Smith's BAC Position: Q1 2023 in Review

Leelyn Smith sold out of Bank of America (BAC) in Q1 2023, closing a stake of 725 shares — an estimated $24K sold.

Leelyn Smith first reported a position in BAC in Q4 2019 and held it in 7 quarters. The position peaked at $24K in Q4 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Leelyn Smith reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 725 Bank of America shares in Q1 2023, an estimated $24K.
Leelyn Smith first reported a position in Bank of America in Q4 2019 and held it in 7 quarters.
Leelyn Smith's Bank of America position peaked at $24K in Q4 2022.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.